Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
78267
Individual Podcasts

SMSF Investments Involving Related Parties - What`s in, What`s Out

The rules relating to related party investments by self-managed superannuation funds are strict, and it can be easy to fall foul of the SIS Act and regulations. This session explores the dos and don’ts by stepping through the practicality of the rules by looking which parties are

Date/Time

About the Podcast

The rules relating to related party investments by self-managed superannuation funds are strict, and it can be easy to fall foul of the SIS Act and regulations. This session explores the dos and don’ts by stepping through the practicality of the rules by looking which parties are caught; what assets need to be considered; and which transactions have to be analysed.

Brett Griffiths, Vincents, Brisbane

[23 minutes] [0.38 CPD hours]

Presented By

Brett Griffiths
Director - Superannuation Consulting, Vincents Brisbane, Qld

Brett specialises in all aspects of superannuation compliance but specifically Self-Managed Superannuation Funds. He utilises his twenty-five years of superannuation experience to develop strategies and structures in order to achieve the best outcome for his clients.

Brett joined Vincents in 2009 as the Manager of Superannuation Consulting and was appointed a Director of the team in 2011.

He has twenty-five years of experience working for some of the largest superannuation consulting firms in Queensland within the superannuation industry. His expertise includes:

  • Legislative compliance and advice
  • Retirement income streams
  • Contribution and gearing strategies
  • Estate planning

Brett’s experience includes Self-Managed Superannuation Funds, Retirement Savings Accounts, Public Offer Superannuation Funds, and investment products, as well as an understanding of investment advisory firms. This experience means he is well placed to understand the intricacies of superannuation compliance, and what it takes to help clients to achieve their desired financial outcomes.

CPD Information

0.38 CPD Hours

Go to top